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Jacob Erwin

4 Years of Experience
Washington, MO
Broker

Jacob Erwin is a registered investment advisor at Cetera Investment Advisers LLC, based in Washington, MO, with 4 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

900 East Eighth Street, Washington, MO, 63090

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jacob works for Bank Of Franklin County, dedicating about 10-20% of his time during trading hours. This activity is investment-related.

Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2025 - Present · 1 yr
Cetera Investment Services LLCBroker
July 2025 - Present · 1 yr
Previous Registrations
Ameriprise Financial Services, LLC
November 2021 - July 2025 · 3 yrs 8 mos
Ameriprise Financial Services, LLCBroker
November 2021 - July 2025 · 3 yrs 8 mos
Fsc Securities CorporationBroker
February 2020 - September 2020 · 7 mos
State Registrations6 states
ARMONCTXVAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jacob Erwin - Financial Advisor | TrueAdvisor